Find your fund
Use fund name, code or other filters to find the fund you need.
Our Fixed Gift Trust clearly defines the beneficiaries and their share at outset. The beneficiaries cannot be changed once the trust has been set up. As this is not a split trust, the life assured or settlor does not retain an interest in the policy. This means that they cannot receive benefits from a death, terminal illness or critical illness claim.
If you have decided that a Fixed Gift Trust (PDF) is suitable for your client please send us the completed and signed trust documentation as soon as possible. We cannot treat a benefit as being under trust until we have received the relevant documentation.
Our trust forms are editable PDFs. This means that you can complete them online and email to your client for them to print and sign.
Completed, signed and dated, trust forms can be sent to us either by email (a scanned copy or even send a photo) or by post.
Please remember to include the relevant plan number and ensure that the form has been signed and dated.
Scottish Widows Protect Servicing Team
15 Dalkeith Road
Trusts are documents with legal significance that may affect the rights, obligations and tax position of your client and the beneficiaries. You should not proceed unless you are satisfied that you understand its effect and that it achieves your objectives. If you have any doubts or uncertainties you should seek the appropriate legal guidance. Special consideration may be required where persons are either resident or domiciled outside the UK.